Cvfg LLC Spdr Portfolio Transaction History
Cvfg LLC
- $110 Billion
- Q1 2025
A detailed history of Cvfg LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Cvfg LLC holds 79,296 shares of SPMD stock, worth $3.94 Million. This represents 3.69% of its overall portfolio holdings.
Number of Shares
79,296
Previous 75,389
5.18%
Holding current value
$3.94 Million
Previous $4.12 Billion
1.57%
% of portfolio
3.69%
Previous 3.76%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
726Shares Held
207MCall Options Held
2.1KPut Options Held
0-
Creative Planning Overland Park, KS77MShares$3.82 Billion4.1% of portfolio
-
Betterment LLC New York, NY17.9MShares$890 Million2.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$640 Million0.3% of portfolio
-
Valmark Advisers, Inc.6.37MShares$316 Million4.98% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$285 Million10.91% of portfolio